Guidewire Software (GWRE) Misses Q2 Earnings Estimates

Core Viewpoint - Guidewire Software reported quarterly earnings of $0.51 per share, slightly missing the Zacks Consensus Estimate of $0.52 per share, but showing an increase from $0.46 per share a year ago [1][2] Financial Performance - The company posted revenues of $289.48 million for the quarter ended January 2025, exceeding the Zacks Consensus Estimate by 1.33% and up from $240.9 million year-over-year [3] - Over the last four quarters, Guidewire Software has surpassed consensus EPS estimates three times and topped consensus revenue estimates four times [2][3] Stock Performance - Guidewire Software shares have increased approximately 17.1% since the beginning of the year, contrasting with a decline of -0.7% in the S&P 500 [4] - The stock currently holds a Zacks Rank 1 (Strong Buy), indicating expectations for it to outperform the market in the near future [7] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.42 on revenues of $278.33 million, and for the current fiscal year, it is $2.06 on revenues of $1.16 billion [8] - The estimate revisions trend for Guidewire Software is favorable, which may influence stock movements in the near term [6][7] Industry Context - The Internet - Software industry, to which Guidewire Software belongs, is currently ranked in the bottom 46% of over 250 Zacks industries, suggesting potential challenges ahead [9]